Compare Schemes

Merisis Opportunities Fund vs Omni Barons

Merisis Opportunities Fund

Omni Barons

Add Scheme

Growth of ₹1 Crore

Merisis Opportunities Fund

Omni Barons

1 Month

—

−1.38%

6 Months

—

5.97%

1 Year

—

3 Years

—

5 Years

—

Since Inception

—

6.30%

Fund Age

—

8 mo

AUM

—

₹0.57 Cr

Alpha – 1 Year

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

L 27% · M 40% · S 33%

Number of Stocks

—

Portfolio P/E

—

9.23

Top 5 Holdings

—

Power Finance Corporation Ltd · 6.70%

IDFC First Bank Ltd · 6.70%

Union Bank of India · 6.70%

Indian Bank · 6.70%

Central Bank of India · 6.70%

Top Sectors

—

Financial Services · 73.20%

Power · 13.40%

Capital Goods · 6.70%

Fixed Fee

—

2.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.